{"id":11742,"date":"2024-06-18T07:34:03","date_gmt":"2024-06-18T12:34:03","guid":{"rendered":"https:\/\/www.cainwatters.com\/digitalblogs\/?p=11742"},"modified":"2025-09-22T13:44:34","modified_gmt":"2025-09-22T18:44:34","slug":"cwa-acquires-cfo-ortho","status":"publish","type":"post","link":"https:\/\/www.cainwatters.com\/digitalblogs\/cwa-acquires-cfo-ortho\/","title":{"rendered":"Cain Watters &amp; Associates Announces Acquisition of CFO Ortho"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"11742\" class=\"elementor elementor-11742\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"has_ae_slider elementor-section elementor-top-section elementor-element elementor-element-5385e408 elementor-section-boxed elementor-section-height-default elementor-section-height-default ae-bg-gallery-type-default\" data-id=\"5385e408\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_ae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3d2cd335 ae-bg-gallery-type-default\" data-id=\"3d2cd335\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-cf1cda9 elementor-widget elementor-widget-text-editor\" data-id=\"cf1cda9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>June 17, 2024<\/strong><\/p><p>Frisco, Texas \u2013 Cain Watters &amp; Associates (CWA), a leading financial advisory firm, is pleased to announce the successful acquisition of CFO Ortho, a respected dental accounting firm in Salt Lake City, Utah. This strategic move marks CWA\u2019s first acquisition and a defining moment in its 40-year commitment to helping business owners meet their short- and long-term financial goals.<\/p><p>The acquisition of CFO Ortho is expected to expand the level of accounting services offered to CWA\u2019s current clients and the dental community by leveraging software that will offer new insight and visibility into clients\u2019 books. With the combined dental industry experience of CWA and CFO Ortho, clients can expect a partner that offers both efficiency and insight into their practice\u2019s financials.<\/p><p>This partnership will allow CWA to expand its financial planning, tax and accounting services and extend right-sized support to clients to meet their needs. The dental landscape is changing, and we are committed to meeting our client\u2019s needs, both where they are today and where they want to be tomorrow.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"has_ae_slider elementor-section elementor-top-section elementor-element elementor-element-5d48650e elementor-section-boxed elementor-section-height-default elementor-section-height-default ae-bg-gallery-type-default\" data-id=\"5d48650e\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"has_ae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8bf0a9f blue-box ae-bg-gallery-type-default\" data-id=\"8bf0a9f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2127b96c elementor-widget elementor-widget-text-editor\" data-id=\"2127b96c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>\u201cWe are excited about the possibilities that this acquisition brings to both CWA and CFO Ortho,\u201d said CWA Managing Partner Dan Wicker. \u201cWe\u2019ve been able to spend the first few months getting to know each other on a deeper level and have already gained insight and efficiencies from one another. We look forward to expanding CWA financial advisory services to CFO Ortho clients and will continue to grow our businesses together.\u201d\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"has_ae_slider elementor-section elementor-top-section elementor-element elementor-element-1b155013 elementor-section-boxed elementor-section-height-default elementor-section-height-default ae-bg-gallery-type-default\" data-id=\"1b155013\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_ae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7a462d55 ae-bg-gallery-type-default\" data-id=\"7a462d55\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5e10772b elementor-widget elementor-widget-text-editor\" data-id=\"5e10772b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CWA is committed to ensuring a seamless transition for CFO Ortho\u2019s associates and current clients. We are excited to welcome both into the CWA community and will continue to deliver uninterrupted service and support during this transition.<\/p><h5><strong>About CFO Ortho<\/strong><\/h5><p>CFO Ortho is a bookkeeping and tax firm outside Salt Lake City. The firm began in 2017 and has rapidly grown over the past few years under the leadership of its two partners, Eric Jacobsmeyer and Shane Warburton.<\/p><p>Welcome CFO Ortho Team and the two newest CWA partners, Eric and Shane!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"has_ae_slider elementor-section elementor-top-section elementor-element elementor-element-1e007e49 elementor-section-boxed elementor-section-height-default elementor-section-height-default ae-bg-gallery-type-default\" data-id=\"1e007e49\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_ae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6ca4362 ae-bg-gallery-type-default\" data-id=\"6ca4362\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7609229 elementor-widget elementor-widget-image\" data-id=\"7609229\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"640\" height=\"336\" src=\"https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2024\/06\/Untitled-design-88-1024x538.png\" class=\"attachment-large size-large wp-image-11746\" alt=\"\" srcset=\"https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2024\/06\/Untitled-design-88-1024x538.png 1024w, https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2024\/06\/Untitled-design-88-300x158.png 300w, https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2024\/06\/Untitled-design-88-768x403.png 768w, https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2024\/06\/Untitled-design-88.png 1200w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>June 17, 2024 Frisco, Texas \u2013 Cain Watters &amp; Associates (CWA), a leading financial advisory firm, is pleased to announce the successful acquisition of CFO Ortho, a respected dental accounting firm in Salt Lake City, Utah. This strategic move marks CWA\u2019s first acquisition and a defining moment in its 40-year commitment to helping business owners [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":11747,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[29],"tags":[],"ppma_author":[48],"class_list":["post-11742","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cain Watters &amp; Associates Acquires CFO Ortho<\/title>\n<meta name=\"description\" content=\"Cain Watters &amp; Associates announces acquisition of CFO Ortho\u2014a dental accounting firm. The acquisition of CFO Ortho is expected to expand the level of accounting services offered to CWA\u2019s current clients and the dental community.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.cainwatters.com\/digitalblogs\/cwa-acquires-cfo-ortho\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cain Watters &amp; Associates Acquires CFO Ortho\" \/>\n<meta property=\"og:description\" content=\"Cain Watters &amp; Associates announces acquisition of CFO Ortho\u2014a dental accounting firm. 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